OUR TEAM

A lifelong saver, I’ve always believed that the richest man is not the one who has the most, but who needs the least.

I’ve been helping individuals and families navigate changes in their financial lives since 1992. I see my clients through the unique sets of challenges that come with life events like career changes, the death of a loved one, marriage, babies, divorce, inheritance, and more.

My goal is to take the worry out of my client’s finances and deliver actionable, client-specific solutions so he or she can truly enjoy the aspects of life that are important.

Professional Background

In addition to an extensive background with all types of investments, my experience at Prudential Insurance gives me the ability to analyze life insurance plans.

Additionally, 16 years of working in a banking environment allowed me to see many different people in a great variety of circumstances, creating a breadth of knowledge I can apply to current and new clients alike.

I started Trowbridge & Co. Wealth Management Group in 2014 as a way to continue that service independently, locally, and with the freedom to work with less “bottom-line” pressure.

Qualifications

Continuous industry education is extremely important to me as well as keeping abreast on current trends, regulations, and products.

• CERTIFIED FINANCIAL PLANNER^® Professional
• Chartered Life Underwriter^® (CLU^®) Designee
• Moderator for Life Underwriter Training Council classes. These classes, as well as annually required continuing education classes, not only educate in important changes but allow me to interact with other professionals and learn what they are doing and thinking as well.
• BS in marketing from Pennsylvania State University (Go, Lions!)
• MBA from the University of Maryland
• Past member of the Wyalusing Area School Board

The Personal Side

My husband, Thor, and I are lifelong residents of Bradford/Wyoming County and currently reside in Laceyville.

With five children between us (Cody, Zach, Tim, Pam, and Jack) and several granddaugters (Mia, Elena, Freya, Torvi and Maddison) we enjoy the dynamics of a large family. We love traveling and have been to many countries, which has led to an appreciation of other cultures.

At home, I’ve taken my time learning to cook healthy gourmet meals with the idea that if I have to eat healthily, then I’m going to enjoy it. I also like participating in competitive races (triathlons, mud runs, and other running events).

Conrad joined Trowbridge & Company Wealth Management Group in 2024, bringing a
strong background in accounting and financial management. Before joining T&Co, he worked at
Henry Dunn Inc. as an Accounting Assistant, where he handled accounts receivable,
reconciliations, and financial reporting. His experience there helped him develop a sharp eye for
detail and a proactive approach to problem-solving.

Beyond his accounting expertise, Conrad spent time as a Head Wrestling Coach at New Mexico
Highlands University, where he honed his leadership and mentoring skills. His experience
coaching student-athletes gave him a unique perspective on teamwork and communication,
qualities he continues to bring into his professional life.

Conrad earned his Bachelor of Business Administration in Finance from Fort Hays State
University, where he achieved multiple academic honors.

When he’s not at work, Conrad is a member of AmVet’s Post 187 where he helps with Benefits
and Donations that the Club puts on for various groups and needs. He enjoys golfing and
hanging out with friends on the weekends as well as visiting family in the area.

Oscar, although new to the business, is bright, talented, and headed places. We are proud to announce that he has recently passed his CFP (Certified Fetching Pup) exam.